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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,678 | $53,127+191.1% | $86,587+78.6% | $70,131+120.6% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 11.40% | 27.66%-16.3pp | 964.86%-953.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $4,207 | $2,068+103.4% | $2,839+48.2% | $2,342+79.6% |
| Participant deferral / active EE | $7,834 | $2,696+190.6% | $3,609+117.1% | $3,332+135.1% |
| Admin fee / account holder | $915 | $3,585-74.5% | $4,906-81.3% | $4,645-80.3% |